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HKG:0981.HK 27 November 2025 - 9 February 2026

IC Stock Today, 27 November 2025: AI Chip Rally Lifts Shares as Memory Shortage Fears Grow
SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

SMIC stock faces a Monday gut-check after Nvidia’s China trip puts AI chips back in focus

Shares of Semiconductor Manufacturing International Corp are set to draw attention when Hong Kong markets open Monday, after Reuters revealed Nvidia CEO Jensen Huang was spotted in Shanghai. The visit comes as Beijing considers whether to approve sales of Nvidia’s H200 AI chip to Chinese buyers. Reuters also reported that Chinese authorities have instructed customs agents to block the H200 from entering China, though it remains unclear if this is a formal ban or a temporary move. SMIC closed Friday at HK$78.10, up 0.3%.
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Taiwan Semiconductor

NYSE: TSM 96 / 100
#2 BUY

AerCap

NYSE: AER 95 / 100
#3 BUY ON PULLBACK

Constellation Energy

NASDAQ: CEG 93 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

American International Group

NYSE: AIG 87 / 100
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Editorial model selection. Not personalised advice.